NewsBTC •
February 5, 2026 at 08:40 •
Analysis
What to Know: Corporate Bitcoin proxies and Strategy bets have suffered 60% drawdowns due to premium contraction during the recent market correction. Capital is rotating from passive holding vehicles into active infrastructure protocols that solve fundamental blockchain limitations. Bitcoin Hyper ($HYPER) uses the Solana Virtual Machine (SVM) to bring high-speed smart contracts and sub-second finality to the Bitcoin network. Whale activity remains robust despite the market crash, with over $31 million raised and significant large-wallet accumulation recorded in January. The recent market correction has been particularly brutal for proxy bettors. While the underlying asset pulled back, leverage and premium contraction caused ‘Strategy’ investors, specifically those ex...